Barings
Barings
  • Видео 138
  • Просмотров 181 861
2025 Outlook: Direct Lending
Our experts in private credit - across the U.S., Europe, and Asia Pacific - discuss and debate the prospects for middle market direct lending in the year ahead.
(01:43) - Misconceptions about direct lending
(03:37) - The impact of Trump’s victory on private credit markets
(06:40) - The outlook for M&A activity across the globe
(12:10) - The health of middle market issuers in a higher-for-longer environment
(17:48) - Capital solutions opportunities outside of traditional middle market direct lending
(19:43) - Private equity sponsor trends heading into 2025
(23:15) - What pricing, terms, structures and documentation look like today globally
(28:35) - Understanding the competitive backdrop and the...
Просмотров: 524

Видео

A Fireside Chat with CEO Mike Freno & Ted Seides
Просмотров 5714 дней назад
Barings Chairman & CEO, Mike Freno joined Ted Seides, Host of Capital Allocators, on-stage at Barings 360 for a wide-ranging conversation on the evolving asset management landscape and how Mike and the Barings team are positioning for growth ahead. Episode Segments: (00:16) - The benefits of being owned by a 175-year-old mutual insurance company (04:06) - Distinguishing between alternative asse...
2025 Outlook: Global Real Estate
Просмотров 13421 день назад
In our 2025 Real Estate Outlook, Barings’ portfolio managers across debt and equity shed light on how they’re navigating challenges and opportunities-and where they expect the most compelling relative value to emerge in the year ahead. 0:43 What is the market wrong about when it comes to real estate? 02:27 Revisiting last year’s predictions 4:51 How will Trump 2.0 impact global CRE markets? 13:...
2025 Outlook: Global Fixed Income
Просмотров 391Месяц назад
Barings’ portfolio managers across high yield, emerging markets debt, and investment grade credit weigh in on the trends, risks and opportunities likely to shape the year ahead. This webinar is part of Barings’ 2025 Outlook series. Episode segments: 2:06 What does a Trump victory mean for fixed income? 7:31 Do current prices reflect the uncertainty in the market? 13:34 Are the U.S. and Europe h...
My Journey: The Power of Teamwork
Просмотров 30Месяц назад
Shawn Kimble knows the power of teamwork. From his early days as a standout basketball player, to his role today as Head of U.S. & European Capital Markets and Business Strategy for Barings Real Estate, Shawn has always relished the opportunity to contribute to great teams. Watch as Shawn describes how his experience on the court and in the classroom prepared him for success in the business world.
Private Infrastructure Equity: The Overlooked Middle Market
Просмотров 233Месяц назад
Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers. Episode Segments: (01:58) - Mina’s role at Barings (02:43) - The common attractions of infra equity asset types (06:12) - Why “infrastructure 2.0” offers the potential for higher re...
Breaking Down Siloes Between Public & Private Credit
Просмотров 51Месяц назад
With the lines increasingly blurring between public and private credit markets, it is more important than ever to be able to seamlessly operate across the entire liquidity spectrum. In the latest episode of #StreamingIncome, David Mihalick and Martin Horne discuss the growing prominence of this trend and how they have structured the Barings team to collaborate across public and private asset cl...
The Blurring Lines Between Public & Private Credit Markets
Просмотров 522 месяца назад
In this clip from the latest episode of #StreamingIncome, Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors. Watch the full episode here: ruclips.net/video/XNpGBvOQyd8/видео.html
The Blurring Lines Between Public & Private Credit Markets
Просмотров 22 тыс.2 месяца назад
Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors. Episode Segments: (03:17) - What’s driving the blurring of lines between public & private credit? (09:47) - The ebb and flow between the public and private loan markets (14:22) - What happens when we hit an economic cycle...
What Is Portfolio Finance?
Просмотров 3502 месяца назад
Portfolio Finance is a rapidly growing and exciting market-and one that is forecast to reach $100 billion per year by 2028. It is also a complex asset class, which requires scale, direct origination, a focus on capital preservation, and customized solutions to successfully capitalize on attractive opportunities. That’s why we have a robust team of over 30 professionals-who have strong partnersh...
My Journey: Balancing Career & Motherhood
Просмотров 602 месяца назад
From her early days as a student at UNC Chapel Hill, to her (many) roles today - including global high yield portfolio manager and mom of twin girls - Kelly Burton has learned the power of mentorship and supporting one another. Inspired by the successful career of her mother, Kelly has overcome personal and professional challenges to get to where she is today - inspiring her two girls and many ...
Capital Solutions: The Next Evolution of Private Credit?
Просмотров 1133 месяца назад
In this clip from the latest episode of #StreamingIncome, Michael Searles shares why capital solutions strategies are becoming an increasingly attractive strategy for institutional investors. Watch the full episode here: ruclips.net/video/Pk-5MQj7B9M/видео.html
Demystifying Capital Solutions Strategies
Просмотров 4493 месяца назад
Michael Searles, Head of North America - Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns. Episode Timestamps: (05:42) - How Barings defines Capital Solutions strategies (08:50) - Targeting a premium over direct lendi...
Global Month of Service 2024
Просмотров 423 месяца назад
Global Month of Service 2024
High Yield Bonds: When Volatility Creates Opportunity
Просмотров 804 месяца назад
High Yield Bonds: When Volatility Creates Opportunity
High Yield Bonds: Assessing the Landscape Today
Просмотров 1 тыс.4 месяца назад
High Yield Bonds: Assessing the Landscape Today
U.S. Residential Real Estate: Why We're Bullish
Просмотров 634 месяца назад
U.S. Residential Real Estate: Why We're Bullish
The Multi-Decade Opportunity in U.S. Residential Real Estate
Просмотров 1,3 тыс.4 месяца назад
The Multi-Decade Opportunity in U.S. Residential Real Estate
EM Debt: The Improving Risk/Reward Dynamics
Просмотров 2905 месяцев назад
EM Debt: The Improving Risk/Reward Dynamics
Senior Secured Loans Masterclass
Просмотров 11 тыс.5 месяцев назад
Senior Secured Loans Masterclass
Direct Lending & The Growing Presence of Megadeals
Просмотров 2096 месяцев назад
Direct Lending & The Growing Presence of Megadeals
Global High Yield & CLOs Strategies
Просмотров 1506 месяцев назад
Global High Yield & CLOs Strategies
Talent-Driven Success at Barings
Просмотров 486 месяцев назад
Talent-Driven Success at Barings
Growing Barings in Private Assets & Beyond
Просмотров 8086 месяцев назад
Growing Barings in Private Assets & Beyond
10-Minute Masterclass Infrastructure Debt
Просмотров 50 тыс.7 месяцев назад
10-Minute Masterclass Infrastructure Debt
My Journey: Mechanical Engineering to Asset Management
Просмотров 1,8 тыс.7 месяцев назад
My Journey: Mechanical Engineering to Asset Management
High Yield Bonds & Loans: Adapting to Changing Markets
Просмотров 1,3 тыс.7 месяцев назад
High Yield Bonds & Loans: Adapting to Changing Markets
My Journey: From Analyst to Director
Просмотров 3938 месяцев назад
My Journey: From Analyst to Director
European Real Estate: Is 2024 The Time To Invest?
Просмотров 1499 месяцев назад
European Real Estate: Is 2024 The Time To Invest?
European Real Estate: Light at the End of the Tunnel?
Просмотров 6499 месяцев назад
European Real Estate: Light at the End of the Tunnel?